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Building 2SAGA PARTNERS LLC

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Phone480-678-2950
NotebookSEC #801-122448
Total AUM
$15.2M
Employees
1
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
480-678-2950

ReceiptFinancials

Total AUM
$15.2M
Accounts
60
Discretionary
$15.1M
Accounts
59
Non-Discretionary
$109.1K
Accounts
1

ContactClients

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Individual Clients
18
AUM
$2M
HNW Individual Clients
41
AUM
$12.1M
Investment Advisor Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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